Chip stocks rip higher, with Lam Research up 20% and Micron, AMD booming — Chip stocks surged Thursday following strong quarterly results and guidance from Lam Research and Microsoft, sparking a broad semiconductor rally. Lam Research shares jumped 20% for their best session since 1999 after po (CNBC, 2026-07-30)
U.S. Chip Stocks Suffering from Fragile Investor Sentiment — U.S. semiconductor stocks are facing pressure amid fragile investor sentiment ahead of major technology earnings reports this week, according to UBS Global Wealth Management Chief Investment Officer Mark Haefele. Microso (Barrons, 2026-07-29)
S&P 500, Nasdaq futures inch up before Fed decision; chip stocks wobble — S&P 500 and Nasdaq 100 futures rose modestly, by 0.23% and 0.27% respectively, while Dow E-minis fell 0.17% as investors awaited the Federal Reserve's monetary policy decision. Chip stocks remained volatile after South K (Reuters, 2026-07-29)
Transcript: The Big Tech earnings dilemma — Global chip stocks experienced a sharp sell-off across US, Asian, and European markets as investors question the sustainability of AI-driven growth ahead of major Big Tech earnings. Alphabet reported over 80% growth in i (Financial Times News, 2026-07-29)